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Janney Capital Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janney Capital Management LLC on SCHD, newest first. How the timeline and the estimate are built.

Janney Capital Management LLC held 66,551 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 66,551 shares
    Change vs previous 13F -563 shares

    0.11% of the 13F portfolio, value $1,825,000.

    13F-HR 0001569855-26-000001 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 67,114 shares
    Change vs previous 13F -778 shares

    0.11% of the 13F portfolio, value $1,832,000.

    13F-HR 0001569855-25-000003 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 67,892 shares
    Change vs previous 13F -859 shares

    0.12% of the 13F portfolio, value $1,799,000.

    13F-HR 0001329948-25-000009 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 68,751 shares
    Change vs previous 13F +557 shares

    0.13% of the 13F portfolio, value $1,922,000.

    13F-HR 0001329948-25-000005 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 68,194 shares
    Change vs previous 13F +44,396 shares

    0.12% of the 13F portfolio, value $1,863,000.

    13F-HR 0001329948-25-000002 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 23,798 shares
    Change vs previous 13F -449 shares

    0.14% of the 13F portfolio, value $2,012,000.

    13F-HR 0001329948-24-000024 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 24,247 shares
    Change vs previous 13F -776 shares

    0.13% of the 13F portfolio, value $1,885,000.

    13F-HR 0001329948-24-000012 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 25,023 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,018,000.

    13F-HR 0001329948-24-000009 filed by Janney Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).